Your finances have a certain amount of complexity—whether it’s from large illiquid investments, business ownership, nuanced goals, a demanding career, or simply a need to be able to discuss your financial situation on a deeper level.
Our Thoughtful Wealth Management process addresses this complexity through a well-defined and time-tested approach. The process depends on us knowing you well: what is most important to you, what you would like to accomplish, what inspires you, and what keeps you awake at night.
We’ll ask you about your values, goals, assets, relationships, interests, and personal preferences. You have a gradual, multi-step opportunity to get to know us and to review and discuss our draft recommendations. If you and we are mutually enthusiastic, then we collaborate together to develop your personalized plan and put it into effect.
Only by maintaining a modest number of clients per advisor—a fraction of industry averages—is it possible to deliver Thoughtful Wealth Management. In part to help limit the size of our practice, typically new clients have substantial investable assets for our assistance.
Our bicoastal team takes care of advanced financial planning as well as your investments. We collaborate with insurance, legal, and tax advisors to make sure every area of your finances is addressed—and we adapt to provide whatever financial coaching is most important for you and your family.
Our ongoing process for implementation and collaboration is adaptable depending on how you are most comfortable working together, relying on a combination of our internal efforts, meetings, short phone calls, and email. We take pride in being highly reachable and responsive.
Please click here to see our Managing Partner, Tom Gerson, speak about Blair Hall Advisors' history, approach, and values.